US91153LAA52 - United Shore Financial Services LLC Akcje - cena akcji, własność instytucjonalna, akcjonariusze

Podstawowe statystyki

Właściciele instytucjonalni	0 total, 0 long only, 0 short only, 0 long/short - change of 3,96% MRQ
Średnia alokacja portfela	0.2160 % - change of 1,28% MRQ

Własność instytucjonalna i akcjonariusze

United Shore Financial Services LLC (US:US91153LAA52) posiada 0 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Do największych akcjonariuszy należą .

United Shore Financial Services LLC (US91153LAA52) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.

US91153LAA52 / United Shore Financial Services LLC - 5.5% 2025-11-15 Institutional Ownership

Zgłoszenia 13F i NPORT

Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.

Aktualizacja aby odblokować dane premium i eksportować do Excela Premium Registration Required .

Data wejścia w życie :

Data pliku	Źródło	Inwestor	Zgłoszono Wartość ($1000)	Wartość; Δ (%)
2025-06-25	NP	LIIAX - Columbia Corporate Income Fund Class A	410
2025-06-26	NP	HFHAX - The Hartford Floating Rate High Income Fund Class A	149	0,00
2025-05-27	NP	HYPSX - Virtus Seix High Yield Fund Class A	1 737	0,23
2025-08-22	NP	FEDERATED CORE TRUST - High Yield Bond Portfolio This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2 651	0,26
2025-04-22	NP	HYSAX - PGIM Short Duration High Yield Income Fund Class A	8 233
2025-08-22	NP	HYSD - Columbia Short Duration High Yield ETF	138	470,83
2025-08-22	NP	FHIIX - FEDERATED HIGH INCOME BOND FUND INC Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	750	0,27
2025-05-29	NP	Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)	154	0,00
2025-06-24	NP	FIHBX - Federated Institutional High Yield Bond Fund Institutional Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	22 287	-12,18
2025-05-27	NP	BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	274	0,37
2025-08-22	NP	OSTIX - Osterweis Strategic Income Fund Investor Class	45 603	0,27
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	255	0,00
2025-07-29	NP	SGYAX - Siit High Yield Bond Fund - Class A	532	0,19
2025-08-22	NP	Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3	283
2025-08-22	NP	NSTRX - Columbia Short Term Bond Fund Class A	416	260,87
2025-08-26	NP	Franklin Ltd Duration Income Trust	400	0,25
2025-08-27	NP	OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio	200	0,00
2025-06-30	NP	VFSTX - Vanguard Short-Term Investment-Grade Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	6 446	-5,40
2025-06-26	NP	PADAX - PGIM Absolute Return Bond Fund Class A	1 047
2025-06-26	NP	IDITX - Transamerica Bond (formerly Transamerica Flexible Income) A	4 705	-0,34
2025-08-27	NP	VMSAX - Vanguard Multi-Sector Income Bond Fund Admiral Shares	340	0,00
2025-04-01	NP	PIAFX - Invesco Multi-Asset Income Fund Class A	477	0,63
2025-08-22	NP	FEDERATED CORE TRUST - Federated Bank Loan Core Fund This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 001	0,30
2025-08-27	NP	GIOAX - Guggenheim Macro Opportunities Fund A-Class	6 299	0,27
2025-06-30	NP	VCPSX - Vanguard STAR Core-Plus Bond Fund Institutional Shares	344
2025-07-25	NP	SHYL - Xtrackers Short Duration High Yield Bond ETF	202	0,00
2025-07-22	NP	FHYS - Federated Hermes Short Duration High Yield ETF	150	0,00
2025-05-16	NP	NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I	100	-33,56
2025-08-27	NP	TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial	4 478	0,27
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	460	0,22
2025-08-27	NP	PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I	800
2025-06-20	NP	TAXX - BondBloxx IR+M Tax-Aware Short Duration ETF	91	-1,10
2025-07-29	NP	PSH - PGIM Short Duration HIgh Yield ETF	200	0,00
2025-08-28	NP	SJNK - SPDR Bloomberg Barclays Short Term High Yield Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	7 106	-9,43
2025-08-22	NP	Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3	490
2025-07-25	NP	COSIX - Columbia Strategic Income Fund Class A	1 433
2025-06-25	NP	AIOAX - Columbia Income Opportunities Fund Class A	672
2025-06-25	NP	SDMAX - PGIM Short Duration Multi-Sector Bond Fund Class A	2 090
2025-06-26	NP	IBHE - iShares iBonds 2025 Term High Yield and Income ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	16 202	13,46
2025-07-30	NP	FPIOX - Strategic Advisers Income Opportunities Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	75
2025-07-29	NP	BSJP - Invesco BulletShares 2025 High Yield Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	29 891	2,17
2025-08-28	NP	RIMOX - City National Rochdale Fixed Income Opportunities Fund Class N	875	0,23
2025-07-25	NP	CBLAX - Columbia Balanced Fund Class A	120
2025-08-27	NP	Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III	490	0,20
2025-06-25	NP	PGIM Short Duration High Yield Opportunities Fund	1 244	60,72
2025-08-22	NP	FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	125	0,81
2025-06-26	NP	HWDAX - The Hartford World Bond Fund Class A	1 443	-0,41
2025-08-22	NP	COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1	49
2025-08-28	NP	LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC	150	0,67
2025-06-27	NP	UYLD - Angel Oak UltraShort Income ETF	199	-0,50
2025-08-26	NP	ASHAX - AllianzGI Short Duration High Income Fund Class A	7 199	0,25
2025-08-27	NP	OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio	50	0,00
2025-08-27	NP	Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A	50	0,00
2025-06-26	NP	SHYG - iShares 0-5 Year High Yield Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	5 987	-3,64
2025-08-21	NP	TIBAX - Thornburg Investment Income Builder Fund - Class A	4 997	0,22
2025-06-25	NP	TMSRX - T. Rowe Price Multi-Strategy Total Return Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	298	-0,67
2025-05-30	NP	WIORX - Wilshire Income Opportunities Fund Investment Class	84	0,00
2025-08-27	NP	GIBAX - Guggenheim Total Return Bond Fund A-Class	23 735	0,26
2025-07-22	NP	FHYTX - FEDERATED HIGH YIELD TRUST Service Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 350	0,07
2025-05-22	NP	IIFAX - Voya Balanced Income Portfolio Class ADV	185	0,00
2025-06-25	NP	LIBAX - Columbia Total Return Bond Fund Class A	282
2025-06-17	NP	GNCFX - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares	343	-0,29
2025-06-25	NP	Prudential Short Duration High Yield Fund, Inc.	373
2025-08-21	NP	Thornburg Income Builder Opportunities Trust	2 998	0,23
2025-08-27	NP	TMARX - Touchstone Credit Opportunities II Fund Class A	373	0,27
2025-07-24	NP	LIFAX - Lord Abbett Inflation Focused Fund Class A	804	0,12
2025-03-27	NP	ISTB - iShares Core 1-5 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	170	-29,29
2025-08-26	NP	FHAIX - Franklin High Income Fund Class A1	5 103	0,26
2025-08-21	NP	TSIAX - Thornburg Strategic Income Fund - Class A	12 294	0,22
2025-08-29	NP	HYS - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	609	-7,02
2025-07-22	NP	TMB - Thornburg Multi Sector Bond ETF	100	0,00
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1	398	-0,25
2025-08-19	NP	NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio	2 125	0,24
2025-06-26	NP	TSIWX - Transamerica Short-Term Bond I2	14 884
2025-06-26	NP	BlackRock ETF Trust II - BlackRock Flexible Income ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	475	-63,54
2025-08-11	NP	Six Circles Trust - Six Circles Credit Opportunities Fund	1 490	124,59
2025-08-19	NP	GEIIX - Goldman Sachs Enhanced Income Fund Institutional	1 459	0,27
2025-08-22	NP	Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3	30
2025-07-28	NP	SSTHX - Wells Fargo Short-Term High Yield Bond Fund Class A	17 715	0,04
2025-06-26	NP	HFLAX - THE HARTFORD FLOATING RATE FUND Class A	697	-0,43
2025-07-24	NP	LAUYX - Lord Abbett Income Fund Class I	3 039	0,13
2025-08-27	NP	GILDX - Guggenheim Limited Duration Fund A-Class	7 119	0,25
2025-03-28	NP	LSYUX - Lord Abbett Short Duration High Yield Fund Class R6	12 727
2025-08-25	NP	VVJCX - Voya Short Duration High Income Fund Class I	2 251	0,27
2025-08-25	NP	SCFAX - Shenkman Capital Short Duration High Income Fund Class A	4 578	0,26
2025-07-29	NP	Guggenheim Strategic Opportunities Fund	4 053	0,05
2025-03-27	NP	SBND - Columbia Short Duration Bond ETF	120	0,00
2025-08-27	NP	PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I	375
2025-07-30	NP	UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A	33	3,13
2025-08-21	NP	THIBX - Thornburg High Income Bond Managed Account Fund Class SMA	55	58,82
2025-08-27	NP	Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II	490	0,20
2025-06-26	NP	TAIBX - PGIM CORE BOND FUND Class Z	1 991
2025-08-28	NP	SHYAX - Simt High Yield Bond Fund Class F	347	0,00
2025-07-29	NP	PUCAX - PGIM Strategic Bond Fund Class A	400
2025-07-24	NP	LLDYX - Lord Abbett Short Duration Income Fund Class I	44 378	12,83
2025-08-26	NP	BCGIX - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I	3 182	-10,90
2025-08-27	NP	JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I)	749	0,27
2025-07-29	NP	Guggenheim Taxable Municipal Managed Duration Trust	1 098	0,09
2025-06-24	NP	GAOAX - JPMorgan Global Allocation Fund Class A	1 342	-44,18
2025-07-29	NP	PTRB - PGIM Total Return Bond ETF	175
2025-08-19	NP	GSCUX - Goldman Sachs Income Fund Class P Shares	265	0,00
2025-08-18	NP	PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P	95	1,06
2025-06-30	NP	VWEHX - Vanguard High-Yield Corporate Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	19 827	-0,34
2025-08-25	NP	IASBX - Voya Short Term Bond Fund Class A	1 201	0,25
2025-08-22	NP	OSTVX - Osterweis Strategic Investment Fund Investor Class	320	0,31